Annual financial disclosure for 2012, filed May 15, 2012. Includes 49 assets and 6 liabilities.
| Asset | Value |
|---|---|
American Capital WIG GW & Income | $1,001 - $15,000 |
American Growth Fund IRA | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Chase | mortgage | $15,001 - $50,000 |
| Bank of America | mortgage | $250,001 - $500,000 |
| Sallie Mae | student loan |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Calamos Growth Fund IRA | $1,001 - $15,000 |
| $1,001 - $15,000 |
Congressional Federal Credit Union Savings Account | $15,001 - $50,000 |
CREF Bond Market Retirement Fund | $1,001 - $15,000 |
CREF Inflation-Linked Bond Retirement Fund | $1,001 - $15,000 |
CREF Equity Index Retirement Fund | $15,001 - $50,000 |
CREF Global Equities Retirement Fund | $15,001 - $50,000 |
CREF Growth Retirement Fund | $15,001 - $50,000 |
CREF Social Choice Retirement Fund | $1,001 - $15,000 |
CREF Stock Retirement Fund | $100,001 - $250,000 |
Davis NY Venture Fund C IRA | N/A |
Davis NY Venture Fund C IRA | N/A |
| $100,001 - $250,000 |
Fairfax County Retirement System Deferred Compensation Plan B (not self-directed) | $50,001 - $100,000 |
Hotchkis & Wiley Large Cap Value Fund Cl IRA | $1,001 - $15,000 |
Holland & Knight Manage Shop Rd. E. Falmouth, MA, US | $250,001 - $500,000 |
| $1,001 - $15,000 |
Janus Fund Cl C IRA | $1,001 - $15,000 |
Loomis Sayles Strategic Income C IRA | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Met Life Insurance Policy Cash Value | $15,001 - $50,000 |
Met Life Insurance Policy Cash Value | $1,001 - $15,000 |
Met Life Insurance Policy Cash Value | $1 - $1,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
PNC Bank Money Market | $15,001 - $50,000 |
| $1,001 - $15,000 |
Rockland Trust Account | $1,001 - $15,000 |
| $50,001 - $100,000 |
| $100,001 - $250,000 |
| $50,001 - $100,000 |
SunTrust Bank Mutual Fund | $50,001 - $100,000 |
TIAA Traditional Retirement Fund Fair Market Value | $100,001 - $250,000 |
United Bank CDs | $100,001 - $250,000 |
US Senate Federal Credit Union Savings Accounts | $1,001 - $15,000 |
Various Prudential Securities SEP Fair Market | $50,001 - $100,000 |
Vanguard Long-Term Treasury Inv Retirement Fund Fair Market | $50,001 - $100,000 |
Vanguard Target Retirement 2015 Tr Retirement Fund | $15,001 - $50,000 |
Vanguard Target Retirement Index Inst Retirement Fund | $100,001 - $250,000 |
Vanguard Windsor Fund Investment Company | $50,001 - $100,000 |
| $1,001 - $15,000 |
Wells Fargo Advantage Stocks (Formerly Strong Investments - fund taken over by Wells Fargo) | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| Nelnet | student loan | $10,001 - $15,000 |
| Nelnet | student loan | $15,001 - $50,000 |
| US Department of Education | student loan | $15,001 - $50,000 |